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Lot Management

Learn how to setup and optimise the way you track and manage Lots in Dashpivot by following these best practices.

Sam avatar
Written by Sam
Updated over a week ago

Introduction

Lot management and quality management are central to the success of your projects and your company. But managing your lots and project progress with paper and legacy systems isn't helping your quality efforts.

Using a smart quality management system like Dashpivot simplifies and streamlines how you manage all of your quality processes and eliminates the manual updating of lots and duplication of work required with paper and legacy systems.

Good construction quality management starts with good quality management process.
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How it works

Key features

  • Automatically generate a register of all your Lots, with ability to edit and rearrange columns

  • Ability to quickly export all Lot records for submission on professional, company branded PDFs.

Best practices

  • Use list fields where appropriate (eg. open/closed) so that you can quickly filter in the register view to see only the lots which are open / closed. You'll also be able to filter by list items in the analytics and breakdown your charts by this variable.

  • In the template builder settings, set the form thumbnail to display the lot status (open / closed)

  • Configure the register view to show the most important information on the left (so it's always visible)

Getting started

You can access a Free Lot Register Template from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.

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